1. Cadence:
- I. This will have a list of all the cadences for which you have an associated task.
- II. You can filter the tasks depending on the cadence to which they belong.
- III. If you are a sales manager, then the list will contain all the cadences belonging to your team.
- IV. If you are an Admin/Super Admin, then the list will contain all the cadences belonging to your company.
- V. You can select one or more cadences at a time
2. Task type:
- I. Available options:
- Assigned: These are tasks you are automatically assigned to you from a cadence when a cadence is launched/resumed.
- Custom: These are tasks(reminders) created by you.
- II. You can select either one of them at a time.
3. Task tag:
- I. Available options:
- Late: These will show you tasks that contain a ‘late’ tag.
- Urgent: These will show you tasks that contain an ‘urgent’ tag
- II. You can select either one of them at a time.
4. Task action:
- I. These filters will show you tasks for the selected filter.
- II. You can select one or more filters at a time.
5. Task Completion:
- I. Available options:
- Due: Not completed yet.
- Done: Completed
- II. You can select either one of them at a time.
6. Cadence Step:
- I. This filter has a slider that represents a number from 0 - 20.
- II. When a particular number is selected on the slider, only tasks which belong to that step number in a cadence will be shown.
- III. For e.g. if you select 2 on the slider all tasks which are on the first step of their cadence will be shown.
7. Company Size:
- I. This filter is dynamic and depends on the field set by you for company size in the field map.
- II. All possible values that the field set you in the field map can have in your integration will be shown here.
- III. You can select one or more sizes at a time.